Eliminate Manual Tasks

Templates are ideal for your most common documents. It’s a streamlined, repeatable, and shareable process, creating a standardized document to send out similar agreements from.

Save time and unnecessary effort with Templates, versus recreating documents for common agreement processes. 

Examples:

• Sales contracts
• NDAs
• Lease agreements

Docusign’s Bulk Send feature is the ideal way to send a document to hundreds or even thousands of people at once, quickly and easily. Use Bulk Send for employee policy and other HR updates, payment verification forms, and more. With increased efficiency, sending quicker enables your recipients to sign quicker.

Examples:

• Onboarding documentation
• Lending forms

PowerForms provide a simple way to create secure, user-friendly forms for your customers to fill out and sign on a self-service basis. Simply embed the form on your website or send it as a secured link through email to capture information from people you might not know such as attendees for an open event registration, standard NDAs and more.

Examples:

• Event registrations
• Release forms

Eliminate the need to manually kick-off downstream agreement processes, such as downloading individually signed agreements into a system of record. This could be time-consuming, error-prone and even require the need for technical resources. With Agreement Actions, Admins can now automate these actions and save valuable time and resources.

Examples:

• Employment contracts
• Sales contracts

Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.

Examples:

• Legal approvals
• Statement of Work

Route an envelope to different people based on relevant information in an envelope that applies to individuals signing a document. By routing the document to the right individuals, it shortens the time it takes to sign an agreement.

Examples:

• Purchase order
• Sales discount

Easily send a copy of an agreement to someone who doesn’t need to sign it. Typically, you would CC recipients at the very end of the agreement process, once it's been signed by all required recipients.

CC recipients can view, download, and print your documents but take no other actions. This gives these recipients greater visibility into agreements and removes unnecessary effort and roadblocks.

Examples:

• Employee agreements
• Vendor contracts

Now that you've learned about each feature, join one of our complimentary instructor-led webinars to understand how they can work together.

In this webinar, you will learn about advanced DocuSign eSignature features that help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.